Royal Capital Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Royal Capital Wealth Management’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,299	Closed	-$276K	–	98
2023 Q1	$276K	Buy	12,299 +116	+1%	+$2.7K	0.28%	73
2022 Q4	$290K	Buy	12,183 +100	+0.8%	+$2.39K	0.31%	67
2022 Q3	$240K	Buy	12,083 +130	+1%	+$2.7K	0.28%	77
2022 Q2	$232K	Buy	11,953 +127	+1%	+$2.77K	0.25%	80
2022 Q1	$248K	Buy	11,826 +93	+0.8%	+$1.75K	0.24%	88
2021 Q4	$178K	Buy	+11,733	New	+$182K	0.17%	104

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Capital Wealth Management's FENY Position: Q2 2023 in Review

Royal Capital Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2023, closing a stake of 12,299 shares — an estimated $276K sold.

Royal Capital Wealth Management first reported a position in FENY in Q4 2021 and held it in 6 quarters. The position peaked at $290K in Q4 2022. 173 funds tracked by Wall St. Rank hold FENY as of Q2 2023.

Royal Capital Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2023 after selling out during the quarter.
Royal Capital Wealth Management sold 12,299 Fidelity MSCI Energy Index ETF shares in Q2 2023, an estimated $276K.
Royal Capital Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2021 and held it in 6 quarters.
Royal Capital Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $290K in Q4 2022.
173 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2023.

Based on Royal Capital Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.